PortfoliosLab logoPortfoliosLab logo

Delaware Funds Mutual Funds List

Here you can find all mutual funds issued by Delaware Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Delaware Funds
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Delaware Ivy Natural Resources FundEnergy EquitiesJan 1, 19971.82%
18.73%
8.47%
0.00%
96
Delaware Ivy Securian Real Estate Securities FundREITFeb 25, 19991.20%
3.62%
6.72%
23.94%
24
Delaware Ivy International Core Equity FundForeign Large Cap EquitiesMay 13, 19971.04%
-6.56%
6.36%
12.90%
13
Delaware Ivy Mid Cap Income Opportunities FundMid Cap Value EquitiesOct 1, 20140.83%
0.24%
9.80%
15.69%
19
Delaware Ivy Smid Cap Core FundSmall Cap Blend EquitiesJan 31, 19971.14%
1.12%
9.57%
1.89%
35
Optimum Fixed Income FundIntermediate Core-Plus BondAug 1, 20030.80%
-0.36%
2.11%
3.87%
42
Optimum International FundForeign Large Cap EquitiesAug 1, 20031.04%
-1.02%
7.78%
1.41%
56
Optimum Large Cap Growth FundLarge Cap Growth EquitiesAug 1, 20030.89%
-8.52%
15.36%
15.36%
39
Optimum Large Cap Value FundLarge Cap Value EquitiesAug 1, 20030.92%
0.56%
10.23%
7.72%
38
Optimum Small-Mid Cap Growth FundSmall Cap Growth EquitiesAug 1, 20031.29%
-5.21%
11.55%
2.80%
29
Optimum Small-Mid Cap Value FundSmall Cap Value EquitiesAug 1, 20031.18%
1.23%
6.80%
6.53%
16
Delaware Tax-Free Colorado FundMunicipal BondsApr 22, 19870.82%
-0.29%
2.43%
3.64%
19
Delaware Tax-Free Idaho FundMunicipal BondsJan 3, 19950.86%
-0.60%
2.16%
3.45%
16
Delaware Ivy Large Cap Growth FundLarge Cap Growth EquitiesJun 30, 20000.89%
-12.64%
14.39%
9.63%
7
Delaware Ivy Mid Cap Growth FundMid Cap Growth EquitiesJun 30, 20001.12%
-7.05%
10.65%
11.94%
7

Rows per page

21–35 of 35

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading graphics...